Hochman Cole Investment Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Hochman Cole Investment Advisors’s Portfolio MLPI Stock Details MLPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-9,173	Closed	-$208K	–	116
2019 Q1	$208K	Buy	+9,173	New	+$202K	0.12%	108
2018 Q1	–	Sell	-9,547	Closed	-$231K	–	106
2017 Q4	$231K	Sell	9,547 -8,637	-47%	-$205K	0.15%	91
2017 Q3	$457K	Sell	18,184 -1,869	-9%	-$47.5K	0.3%	55
2017 Q2	$535K	Sell	20,053 -3,420	-15%	-$93.6K	0.37%	51
2017 Q1	$685K	Hold	23,473	–	–	0.5%	46
2016 Q4	$667K	Hold	23,473	–	–	0.48%	46
2016 Q3	$666K	Sell	23,473 -2,479	-10%	-$69.2K	0.5%	46
2016 Q2	$734K	Hold	25,952	–	–	0.6%	43
2016 Q1	$624K	Sell	25,952 -803	-3%	-$17.8K	0.53%	46
2015 Q4	$700K	Buy	+26,755	New	+$723K	0.59%	44

Other funds holding MLPI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Hochman Cole Investment Advisors's MLPI Position: Q2 2019 in Review

Hochman Cole Investment Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2019, closing a stake of 9,173 shares — an estimated $208K sold.

Hochman Cole Investment Advisors first reported a position in MLPI in Q4 2015 and held it in 10 quarters. The position peaked at $734K in Q2 2016. 87 funds tracked by Wall St. Rank hold MLPI as of Q2 2019.

Hochman Cole Investment Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2019 after selling out during the quarter.
Hochman Cole Investment Advisors sold 9,173 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2019, an estimated $208K.
Hochman Cole Investment Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2015 and held it in 10 quarters.
Hochman Cole Investment Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $734K in Q2 2016.
87 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2019.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.